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Tax

Read our articles covering the topic of tax provided by our wealth planning experts and how we can help you. 

Calculating inheritance tax with our simple IHT calculator

When you die your inheritance tax (IHT) is charged at a rate of 40% on the value of your estate over and above the nil-rate band of £325,00

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How can investing in AIM shares help to manage inheritance tax (IHT)?

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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How to calculate your personal tax allowance over £100,000

In this article, our Head of UK Financial Planning, David Goodfellow, explores the two scenarios that can cause you to pay the 60% tax rate and provides our top tips if you are caught by them.

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Five inheritance tax planning tips to help manage the inheritance tax payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

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Advice on inheritance tax planning

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.

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Inheritance tax planning guide - the basic facts about reducing IHT legitimately

In our Inheritance Tax Planning Guide, we cover some of the basics you need to know if you want to start to manage your potential inheritance (IHT) liability. 

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